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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,858 | $48,337+17.6% | $67,560-15.8% | $80,959-29.8% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 20.19% | 18.26%+1.9pp | 3533.50%-3513.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,930 | $2,023+44.9% | $2,737+7.1% | $2,757+6.3% |
| Participant deferral / active EE | $4,025 | $2,928+37.4% | $4,004+0.5% | $4,300-6.4% |
| Admin fee / account holder | $4,914 | $3,695+33.0% | $3,994+23.0% | $6,925-29.0% |